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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: FLSTF97 who wrote (18015)	2/15/2000 7:45:00 AM
From: Mike Buckley	Read Replies (3) \| Respond to of 54805

Fatboy, If I understood you correctly, you're suggesting that the consortium led by Intel is such a potential obstacle to Rambus that it is an indicator that the product has not yet crossed the chasm. My point would be that competition has nothing to do with whether or not a product has crossed the chasm. It's adoption that is the indicator. Not being a student of Rambus, I can appreciate why Stan would feel that Dell's adoption of the product is a reason to conclude that the product has crossed the chasm. If indeed you are right that the game is far from over as I suspect you are, your concern would serve investors well by highlighting the risk in buying an enabling technology stock before the tornado has formed. --Mike Buckley

To: FLSTF97 who wrote (18015)	2/15/2000 10:58:00 AM
From: Apollo	Read Replies (1) \| Respond to of 54805

Rambus I wouldn't be so positive about the fact that RMBS has crossed the chasm. I am positive it has crossed the chasm; it has a toehold, and is being widely advertised by Dell for desktop PC's; moreover, it has been available since Oct '99 for workstations, also from Dell and others too. It is across the chasm, without any doubt. Rambus advocates (i am neutral) point to other potential pins in the alley, ie telecommunications, PDAs, and such. Rambus widens memory bandwidth, in keeping with an important theme in this Internet era, and in line with Gilder's thinking. Or maybe it has but the landscape on the far side of the chasm is very narrow pinnacle. I'm in full agreement with you here. As I said in my post, Intel has a history of blinking, and we'll see what evolves. I've learned that press releases, and news commentary, on either side cannot be fully trusted. THis market segment, therefore, is a perfect example that supports the dictum of waiting until the Tornado to start before investing in an enabling technology. Course, I was eager to get in early, and lost opportunity for 6 months last year when I invested in Rambus. How ironic that others are doing this now with other gorilla candidates, and doing spectacularly well. No sour grapes here; am really happy for my threadmates' success. Best to you, Stan